See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,879 | $98,750+307.0% | $149,696+168.5% | $79,858+403.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.80% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,389 | $3,216+67.5% | $4,644+16.0% | $2,471+118.1% |
| Participant deferral / active EE | $11,090 | $5,680+95.2% | $6,842+62.1% | $3,740+196.5% |
| Admin fee / account holder | $24,359 | $6,053+302.5% | $9,309+161.7% | $5,306+359.1% |